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Wells Fargo & Company shares owned by Convergence Financial

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 3.7k 83.81
2025-06-30 $291k 3.6k 80.12
2025-03-31 $242k 3.4k 71.79

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company